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Added to YB: 2024-06-10

Pitch date: 2024-06-07

BRZE [bullish]

Braze, Inc.

-9.4%

current return

Author Info

No bio for this author

Company Info

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Market Cap

$3.2B

Pitch Price

$36.58

Price Target

70.00 (+111%)

Dividend

N/A

EV/EBITDA

-32.00

P/E

-27.61

EV/Sales

4.46

Sector

Software

Category

growth

Show full summary:
Braze, Inc.: Accelerating Growth and Improved Margins (Needham)

BRZE: Strong Q1 with accelerating subscription rev growth & healthy 29% cRPO growth. Added 10 $500k+ ARR customers, beating recent trends. Cautious H2 guide sets up beat potential. Profitability improving despite investments; non-GAAP profit expected Q4. $70 PT reiterated.

Read full article (1 min)